Tell Us About Your Business

Answer these questions as honestly as you can. The more detail you give us, the better we can build something that actually solves your problems.

1 About You

Business Name *

Your Name *

Email *

Phone *

Industry

Website (if you have one)

2 Your Business

What does your business do? Describe it exactly.

How long in business?

Team size?

Busiest time of year?

Locations / service area?

3 Leads & Numbers

Leads per month?

Average job / deal value?

Out of 10 leads, how many close?

Where do most of your leads come from?

How do you currently track leads and customers?

Do you have repeat customers? How often do they come back?

4 Your Process

Walk me through your entire process — from the moment a new lead comes in to job complete. Every step.

What happens to leads that come in after hours?

Who handles things when you're out on a job?

What does your follow-up process look like?

How do customers book appointments with you?

Do you send appointment reminders?

5 Invoicing & Communication

How do you invoice customers?

How do customers pay you?

Any issues collecting payment or chasing down money?

How do you communicate with leads/customers?

Business phone or personal cell?

6 Tools & Software

What software or tools do you currently use to run the business?

What do you pay per month total for software?

What do you hate about your current setup?

7 Pain Points & Vision

What takes up most of your time but makes you no money?

What falls through the cracks most?

If your entire operation ran perfectly — what does that look like?

What's the #1 thing you'd fix first if you could?

8 Budget & Timeline

Budget range for this project?

When do you want this running?

What would you need to see to pull the trigger on this?

Anything else we should know?

Tell Us About Your Business

Got It — We'll Be In Touch